Institutional Ownership Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Firethorn Wealth Partners, LLC
|
Apr 16, 2024 Q1 2024 |
17,991
shares
|
$733,133
0.45% of portfolio
|
Q1 2024
Reduced 32.79%
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2024 Q1 2024 |
16,105
shares
|
$656,278
0.1% of portfolio
|
Q4 2023
New holding
|
|
Applied Capital LLC
|
Apr 23, 2024 Q1 2024 |
14,793
shares
|
$602,814
0.37% of portfolio
|
Q4 2023
Reduced 4.95%
|
|
Wp Wealth LLP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
14,095
shares
|
$574,371
0.15% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
12,281
shares
|
$500,450
0.01% of portfolio
|
Q1 2024
Added 99.37%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
11,891
shares
|
$484,558
0.14% of portfolio
|
Q1 2024
Reduced 16.08%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
11,823
shares
|
$481,787
0.0% of portfolio
|
Q1 2024
Added 2.56%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
11,468
shares
|
$467,321
0.16% of portfolio
|
Q1 2024
Reduced 83.13%
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 15, 2024 Q1 2024 |
11,214
shares
|
$456,970
0.29% of portfolio
|
Q1 2024
New holding
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
10,130
shares
|
$412,797
0.34% of portfolio
|
Q1 2024
Added 0.1%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
9,457
shares
|
$385,372
0.15% of portfolio
|
Q1 2024
Added 0.47%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2024 Q1 2024 |
9,140
shares
|
$372,455
0.29% of portfolio
|
Q1 2024
Added 13.89%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
May 02, 2024 Q1 2024 |
8,834
shares
|
$359,985
0.1% of portfolio
|
Q4 2023
Reduced 48.75%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jun 27, 2024 Q1 2024 |
8,703
shares
|
$354,647
0.21% of portfolio
|
Q1 2024
Added 2.99%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
6,728
shares
|
$274,166
0.02% of portfolio
|
Q4 2023
Reduced 13.59%
|
|
Chico Wealth Ria
|
Apr 18, 2024 Q1 2024 |
6,363
shares
|
$259,292
0.25% of portfolio
|
Q2 2023
Reduced 19.31%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,298
shares
|
$256,643
0.22% of portfolio
|
Q4 2022
Reduced 40.62%
|
|
Bridge Advisory, LLC
|
Apr 16, 2024 Q1 2024 |
6,229
shares
|
$253,831
0.13% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
6,014
shares
|
$245,070
0.01% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,716
shares
|
$232,927
0.0% of portfolio
|
Q3 2022
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
5,697
shares
|
$232,152
0.0% of portfolio
|
Q1 2024
Added 73.95%
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
5,578
shares
|
$227,303
0.1% of portfolio
|
Q4 2023
Reduced 39.09%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
5,562
shares
|
$226,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
Meredith Wealth Planning
Maryville, IL |
Apr 23, 2024 Q1 2024 |
5,511
shares
|
$224,573
0.13% of portfolio
|
Q1 2024
Added 0.33%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
5,502
shares
|
$224,206
0.1% of portfolio
|
Q1 2024
New holding
|